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Aspire Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Aspire Wealth Management’s Portfolio XMHQ Stock Details XMHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$491K Buy
4,790
+998
+26% +$98.8K 0.26% 62
2024
Q2 		$368K Buy
3,792
+568
+18% +$59.6K 0.21% 74
2024
Q1 		$355K Buy
3,224
+58
+2% +$5.68K 0.21% 73
2023
Q4 		$281K Buy
3,166
+286
+10% +$23.5K 0.19% 77
2023
Q3 		$232K Buy
2,880
+490
+21% +$40.3K 0.18% 84
2023
Q2 		$193K Buy
2,390
+1,181
+98% +$88.3K 0.15% 90
2023
Q1 		$88.7K Buy
1,209
+835
+223% +$61K 0.07% 114
2022
Q4 		$25.8K Buy
+374
New +$26.1K 0.02% 138

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Aspire Wealth Management's XMHQ Position: Q3 2024 in Review

Aspire Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 26% in Q3 2024, buying an estimated $98.8K and bringing the position to 4,790 shares worth $491K. The position accounts for 0.26% of the portfolio, ranked #62.

Aspire Wealth Management first reported a position in XMHQ in Q4 2022 and has held it in 8 quarters since. 345 funds tracked by Wall St. Rank hold XMHQ as of Q3 2024.

  • Aspire Wealth Management held 4,790 shares of Invesco S&P MidCap Quality ETF worth $491K as of Q3 2024.
  • Aspire Wealth Management bought 998 Invesco S&P MidCap Quality ETF shares in Q3 2024, an estimated $98.8K.
  • Invesco S&P MidCap Quality ETF made up 0.26% of Aspire Wealth Management's portfolio in Q3 2024, its #62 holding.
  • Aspire Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2022 and has held it in 8 quarters since.
  • 345 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.